Administrative Assistant Life Insurance Jobs in Cape Town

Candidates searching for Administrative Assistant Life Insurance jobs in Cape Town can consider this opportunity advertised through Ability Recruitment.

The recruiting client is an investment management firm based in Cape Town. The successful candidate will provide administrative and technical support relating to investments, financial planning and client services.

The position may suit someone comfortable working in a professional financial-services environment where accuracy, documentation and effective support to financial professionals are important.

About the Administrative Assistant Position

The Administrative Assistant will work alongside advisers and wealth managers and contribute to the administrative processes that support investment and financial-planning activities.

A significant part of the position involves preparing and managing information required for investment-related work. The successful candidate will also assist with client documentation and provide support when investment instructions need to be carried out.

The position additionally involves working with product providers and supporting internal compliance and client-service functions.

Key Responsibilities

The successful candidate’s responsibilities include providing technical financial-planning assistance to advisers and wealth managers.

This can involve responding to queries and helping prepare proposals and presentations.

The Administrative Assistant will also assist with:

• Reviewing financial-planning proposals prepared for clients.
• Supporting relationships and administrative processes involving product providers.
• Assisting with private-banking-related activities.
• Reviewing portfolio and fund-performance information.
• Monitoring investment portfolios.
• Gathering information required for investment reports.
• Preparing investment applications and transfer documentation.
• Preparing documents required for client meetings.
• Helping execute investment instructions.
• Supporting internal compliance processes.
• Providing client-service support.

The position also involves participation in regular training sessions and webinars for advisers and wealth managers.

Financial Planning and Investment Support

An important part of this role is ensuring advisers and wealth managers have the administrative information and documentation required to service clients effectively.

This includes preparing documents for meetings and investment transactions as well as helping ensure investment instructions are processed correctly.

The successful candidate will also work with portfolio information, including monitoring investments and helping compile information for investment reports.

Product Provider and Client Support

The role includes involvement with product providers, including support connected with provider reviews and due-diligence processes.

Because the position also contributes to client services, candidates should expect to work with information relating to clients, investments and financial-planning processes.

Requirements

The accessible PNet listing I checked does not provide enough reliable information for me to verify specific qualifications, minimum years of experience or other formal minimum requirements.

For that reason, I am deliberately not adding made-up requirements such as a degree, Matric, RE5, insurance qualification or a specific number of years of experience.

Applicants should check the original PNet advertisement when applying for any additional requirements or updated information.

Location

This opportunity is based in Cape Town, Western Cape.

Ability Recruitment is advertising the position on behalf of an investment management firm. Ability Recruitment describes financial services, banking, insurance and office support among its recruitment specialisations.

Salary

No salary should be entered on JobMarketSA unless it appears on the source listing.

I could not reliably verify a salary from the accessible PNet information, so leave your salary field blank.

How to Apply

Applications should be completed through the original vacancy advertisement on PNet.

Apply for Administrative Assistant (Life Insurance) on PNet

Before applying, candidates should check the original advertisement for the latest requirements and confirm that applications are still being accepted.

Important Notice

JobMarketSA is not the employer or recruitment agency responsible for this vacancy. This page independently presents vacancy information originally advertised on PNet to help South African job seekers discover opportunities.

Applications must be submitted through the original application provider. Job seekers should never pay anyone to apply for employment.